Cavendish Maine Recruitment
Bath, UK
08 Jul 2019
18 Jul 2019
Contract Type
Full Time
Job Description:
  • Working as part of a small team, you will assist the companies, Chartered Advisors to provide financial advice, financial planning and investment management to their clients.
  • Discussing areas of financial planning with consultants you will undertake research and identify solutions that meet client specific objectives. You'll need to provide quantitative detailed information to support any recommendations and prepare draft suitability reports.
  • Another part of this role is to carry out annual review reports, to include a review of the clients' investment portfolio.
  • You will be responsible for ensuring that all appropriate paperwork is held on the clients' file and meets compliance standards to include KYC and risk questionnaires.

About the Company:
  • Our client is an established Chartered Financial Planner and Investment Manager with a strong presence in the city of Bath.
  • They work closely with a professional introducer, a relationship that has been strong throughout their 20+ years in business and continues to benefit both companies.

Key Skills/Experience Required:
  • The paraplanner must have obtained qualifications towards the diploma in financial planning or be diploma qualified already.
  • My client is looking for someone with experience over qualifications, so someone without the diploma but several years relevant paraplanning experience will be considered.
  • To be successful in the role you will need to have a good understanding of Pensions, Investments and Protection.

Salary/Benefits Information:

The salary on offer will be competitive and inline with your experience. The office hours are 9-5 and the office can offer onsite parking.

Candidate care:

By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.

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